Virtual Assistant

Job Description:

We are looking for a reliable and highly organized Virtual Assistant to join our team at Ascendant Insurance Solutions. As a Virtual Assistant you will play a key role in supporting the daily operations of our insurance company by performing a variety of administrative tasks and customer service duties.

Key Responsibilities:

• Customer Service Support:
  • Respond to client inquiries via email chat or phone.
  • Provide general information about insurance products claims processes and policies.
  • Assist in scheduling appointments or consultations with insurance agents.
• Administrative Tasks:
  • Manage and update client databases and records in the companys CRM system.
  • Assist in organizing and maintaining client files and documentation.
  • Schedule meetings calls and appointments for agents and clients.
  • Prepare and manage client communications including policy renewal reminders and claim updates.
• Data Entry and Documentation:
  • Input update and maintain insurance policy details into the system.
  • Assist with the preparation and processing of insurance forms and applications.
  • Perform data entry tasks to ensure accuracy and consistency.
• Claims Assistance:
  • Help clients initiate insurance claims by gathering required information.
  • Follow up with clients on the status of their claims and provide updates as needed.
  • Assist with the organization and submission of claim documents.
• Appointment Scheduling & Coordination:
  • Coordinate and schedule appointments with insurance agents adjusters or other staff members.
  • Send out reminders for meetings policy renewals or deadlines.
• Social Media & Communication:
  • Assist in managing and updating the companys social media platforms.
  • Monitor client reviews or inquiries on social platforms and respond as needed.
  • Assist with the creation and distribution of client newsletters or promotional materials.
• Document Management:
  • Scan file and maintain digital records of policy documents claims and correspondence.
  • Ensure that sensitive client information is handled in compliance with privacy and data security policies.
• Additional Duties:
  • Perform other general administrative tasks as needed to support the team.
  • Provide research and assistance on special projects as assigned by management.

Skills & Qualifications:

• Proven experience as a Virtual Assistant or in a customer service/support role ideally within the insurance or financial services industry.
• Strong organizational skills with the ability to multitask and prioritize effectively.
• Excellent written and verbal communication skills.
• High level of proficiency with office productivity tools such as Microsoft Office and Google Suite.
• Familiarity with CRM software and other administrative tools is a plus.
• Attention to detail and ability to work independently with minimal supervision.
• Strong time management and problem-solving skills.
• A professional demeanor and customer-centric attitude.
• Knowledge of insurance policies claims and industry terminology is highly preferred.